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Oak Family Advisors’s Boeing BA Stock Holding History

Oak Family Advisors’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-500
Closed -$88.5K – 110
2024
Q4 		$88.5K Buy
+500
New +$78.5K 0.03% 118

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Oak Family Advisors's BA Position: Q2 2026 in Review

Oak Family Advisors reduced its Boeing (BA) stake by 4.6% in Q2 2026, selling an estimated $559K and leaving 52,667 shares worth $11.4M. The position accounts for 2.91% of the portfolio, ranked #8.

Oak Family Advisors first reported a position in BA in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.5M in Q4 2025. 930 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Oak Family Advisors held 52,667 shares of Boeing worth $11.4M as of Q2 2026.
  • Oak Family Advisors sold 2,513 Boeing shares in Q2 2026, an estimated $559K.
  • Boeing made up 2.91% of Oak Family Advisors's portfolio in Q2 2026, its #8 holding.
  • Oak Family Advisors first reported a position in Boeing in Q3 2024 and has held it in 8 quarters since.
  • Oak Family Advisors's Boeing position peaked at $14.5M in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.